Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWAM
Columbia Wanger Asset Management’s
SM Energy
SM
Stock Holding History
Columbia Wanger Asset Management’s Portfolio
SM Stock Details
SM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-243,390
Closed
-$4.79M
–
202
2015
Q4
$4.79M
Sell
243,390
-704,053
-74%
-$21.5M
0.05%
170
2015
Q3
$30.4M
Buy
947,443
+1,155
+0.1%
+$41.9K
0.24%
143
2015
Q2
$43.6M
Sell
946,288
-80,112
-8%
-$4.23M
0.28%
132
2015
Q1
$53M
Buy
1,026,400
+22,000
+2%
+$955K
0.29%
126
2014
Q4
$38.8M
Sell
1,004,400
-10,600
-1%
-$531K
0.19%
169
2014
Q3
$79.2M
Sell
1,015,000
-29,000
-3%
-$2.37M
0.36%
92
2014
Q2
$87.8M
Sell
1,044,000
-309,000
-23%
-$23.7M
0.35%
95
2014
Q1
$96.5M
Sell
1,353,000
-227,600
-14%
-$17.8M
0.38%
85
2013
Q4
$131M
Hold
1,580,600
–
–
0.5%
58
2013
Q3
$122M
Buy
1,580,600
+180,000
+13%
+$12.5M
0.49%
62
2013
Q2
$84M
Buy
+1,400,600
New
+$85.4M
0.37%
91
Other funds holding SM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
KL
KGH Ltd
Nassau, Bahamas
$1.3B AUM
13.96%
1-Year Est. Return
CCM
Causeway Capital Management
Los Angeles, California
$8.15B AUM
29.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
SCM
Schneider Capital Management
Berwyn, Pennsylvania
$175M AUM
42.51%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close